Order Forms
Order Forms are a user-defined list of products intended to help users quickly Order the products they need.
Anyone can access Order Forms from the left menu in Clixon. The User Permission 'Manage Order Forms' must be activated for users to have the ability to Rename, Delete products, or Delete an entire Order Form.
Creating and Adding products to an Order Form
Products can be added to Order Forms from the following places:
- My Catalog, Open Carts, Outstanding Orders, or Material Requests - (basically anywhere you see a list of products and a tick box)
- From any of these pages simply select the products you want to add to an Order Form by ticking the Box(s) on the far left.
- A Batch Options menu will appear at the top of the product list
- From this drop-down menu select Add to Order Form.
- In the pop up window that opens choose an existing Form and click Save to add the products.
- If you need to create a new Order Form click the blue Add Order Form button in the top left of the window:
- This will add a new Order Form row to the list
- You will Name the new Order Form.
Press Save to add the selected products and create the new Order Form.
When you go to an Order Form to use it, you always have the ability to rename your form, or manage it if you have permission to Manage Request Forms.
Accessing & Using Order Forms
- From the left menu select Order Form(s).
- This opens the list of existing Order Forms.
- Select the Order Form you would like to use from the list by clicking it.
- From the Order Form, enter or toggle the Qty. for all Products you need to Order.
- Before you Click the Add button, or Add All button if you want to save clicks, make sure you are pointing to the correct Cart.
- Clicking Add or Add All will move the products to the Cart you are pointed to.
Managing Order Forms
- As mentioned before, the User Permission 'Manage Order Forms' must be activated to allow a user to do the following:
- Re-Name an order form
- Delete/Remove products from an order form
- Delete an entire order form
- Corporate level - Order Forms
- Practice Assignment can be set so that All Practices have access to them (this is the Default selection).
- Or the manager can select which Practices have access to each Corp. level Order Form.
- Instructions can also be added in the 'Form Instructions' field at the top of a Corp. level Order Form
- This can be actual order instructions or any general information you would like your staff to know in regards to the products on any specific Order Form.
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